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1 Register of Professional Service Providers May 2014

Register of Professional Service Providers

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1

Register of Professional

Service Providers

May 2014

2

Overview

• Objectives & expectations

• cidb Register of Professional Service Providers (RoPSP)

– Overview

– Standards development process

– cidb strategy

• cidb Standard for Consultant Performance Reports

• Way Forward

– cidb Standard for Consultant Performance Reports

– Framework for Register of Professional Service Providers

– cidb Standard for Project Manager Performance Reports

– …

3

Objectives & Expectations

4

Objectives & Expectations

• Broad agreement on cidb Standard for Consultant Performance

Reports

– concept

– content

– recommendations on enhancements

5

cidb Register of Professional

Service Providers

6

Overview (i)

• cidb Act (2000)

• 5(2) To promote best practice, the Board:

(g) may establish and maintain a register of suppliers,

manufacturers or service providers in the construction

industry

7

Overview (ii)

• Initiated in response to calls from industry (CESA)

• Subsequent requests from DPW

• Likely to be a “Best Practice Register” which can be applied for

assessing suitability of Professional Service Providers:

– not a grading system and mandatory application in public

sector procurement

• Similar to cidb Best Practice Contractor Recognition Scheme

that is under development

• Links to cidb Best Practice Project Assessment Scheme

8

Overview (iii)

Concepts

• Register of Contractors

– Grading

– CoW

• Best Practice Contractor

Recognition Scheme:

– performance reports

– competence standards

– system standards: • CMS, integrity

• RoPSP?

– grading

– speciality

• Best Practice RoPSP:

– performance reports

– competence standards

– system standards: • quality, integrity

9

cidb Best Practice Contractor

Recognition Scheme

10

cidb Register of Professional Service

Providers

Large

Small

SANS/ISO Quality Management

Standard

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm)

Competence Standard

Business Integrity Management System

Standard

Results

Sta

nd

ard

fo

r

Perf

orm

an

ce R

ep

ort

s

11

cidb Register of Professional Service

Providers

Large

Small

SANS/ISO Quality Management

Standard

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm) Results

12

cidb Register of Professional Service

Providers

Large

Small

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm)

Business Integrity Management System

Standard

Results

13

cidb Register of Professional Service

Providers

Large

Small

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm)

Competence Standard

Results

14

cidb Register of Professional Service

Providers

Large

Small

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm) Results

Sta

nd

ard

fo

r

Perf

orm

an

ce R

ep

ort

s

15

cidb Register of Professional Service

Providers

Large

Small

SANS/ISO Quality Management

Standard

Enablers;

Business, H&S, Quality, Env, etc

Fees

(Rm)

Competence Standard

Business Integrity Management System

Standard

Results

Sta

nd

ard

fo

r

Perf

orm

an

ce R

ep

ort

s

16

Standards Development Process

17

Standards Development Process

• Draft Standard

• Task Teams

• Pilot Projects (where appropriate)

• Stakeholder consultations

• cidb Board approval and Gazetting of Requirements

• Incremental roll-out

• .....

18

cidb Strategy

19

Strategy (i)

• Short term:

– Intention is to legislate that Consultant Performance

Reports will be required to be submitted by the employer

(on behalf of the client) to the cidb on completion of

consultants’ professional service contracts on all

prescribed public sector projects

• cidb Best Practice Project Assessment Scheme

20

Strategy (ii)

• Long term:

– Encourage public sector clients to use the recognition

information within the RoPSP as input into eligibility or

functionality criteria

• in line with the PPPFA and the SFU

• subject to the rate of accumulation of Consultant Performance

Reports

• guidelines

21

cidb Best Practice Contractor

Recognition Scheme

Contractor Grades 7 to 9 Maximum Number of Bid Evaluation

Points

Evaluation Criteria Complex Projects Simple Projects

Track record and experience: 30 25

cidb Contractor Performance Reports X X

Other objective criteria (specify) 30-X 25-X

Organisation & staffing: 15 20

cidb Competence Assessment Y Y

Other objective criteria (specify) 15 - Y 20 - Y

Management Systems: 15 10

cidb Best Practice: Construction

Management Systems Z Z

Other objective criteria (specify) 15 - Z 10 - Z

Plant and equipment 15 15

References 10 15

Programme Schedule 15 15

Threshold (minimum out of 100) 60 50

22

Consultant Performance Reports

Scope

23

Scope (i)

• The standard provides for uniform and consistent method of assessment of performance of a consultant:

– time management;

– management and suitability of consultant’s personnel;

– management of subconsultants and other suppliers;

– standard of service; and

– co-operative relations

24

Scope (ii)

• Consultant Performance Reports can be used, amongst others,

for the purpose of managing procurement risks through:

– assessing the suitability of consultants for pre-qualification,

selective tender lists or expressions of interest; and

– adjudication for the award of a contract

25

Scope (iii)

• The standard is applicable to consultants engaged in:

– Engineering,

– Architectural,

– Quantity Surveying,

– Project Management,

– Landscape Architecture, and

– Health and Safety professions

26

Scope (iv)

• The standard is applicable to consultants engaged in classes of

construction works as classified by the cidb:

– General Building (GB),

– Civil Engineering (CE),

– Mechanical Engineering (ME),

– Electrical Engineering (EE), and

– Special classes of construction works (SB)

27

Consultant Performance Reports

Consultant Performance Information

28

Consultant Performance Information (i)

29

Consultant Performance Information (ii)

30

Consultant Performance Information (iii)

31

Consultant Performance Information (iv)

32

Consultant Performance Information (v)

33

Consultant Performance Reports

Requirements

34

Submission of Performance Reports

• Completed Consultant Performance Reports must be submitted

by reporting officer to employer’s representative:

– no dispute, within 15 days of date of completion of a

contract; or

– a dispute exists, within 15 days of date of receipt of

outcome of dispute

35

Completion of Performance Reports (i)

• Reporting officer is responsible for completion of Consultant

Performance Reports on behalf of employer on completion of

consultant’s contract

• Reporting officer must:

– be experienced in management of consultants; and

– have frequent and direct liaison with consultant

• Consultant Performance Report must be discussed with

consultant, providing opportunity to comment on assessment

36

Completion of Performance Reports (ii)

• Reporting officer must respond to any issues raised by

consultant in writing, and consultant’s comments and written

response by reporting officer must form part of Consultant

Performance Report

• Consultant Performance Report must be signed-off by

employer’s representative

• Consultant Performance Reports must be signed off by

reporting officer, consultant and employer’s representative

37

Right of Reply/Appeal

• Where significant differences of opinion exist between

reporting officer and consultant which cannot be resolved by

the parties, the consultant has opportunity to independent

review of Consultant Performance Report by mutually agreed

adjudicator, as stipulated in contract

• Consultant Performance Report after adjudication must be

signed by adjudicator and witnessed by reporting officer and

consultant

• Reporting officer to forward copy of Consultant Performance

Report to employer

38

Interim Performance Reports

• Interim Consultant Performance Reports should be completed

monthly at progress meetings between reporting officer and

consultant, and should be filed with minutes of meetings

39

Way forward

40

Way Forward

• cidb Standard for Consultant Performance Reports

– Pilot study

• Framework for Register of Professional Service Providers

• cidb Standard for Project Manager Performance Reports

• …

41

Thank You

42